Damien has over 20 years’ experience in financial and management accounting and is able to assist in all areas of accounting and taxation for all types of business structures.
Damien has extensive experience in preparation of Budgets and Cashflow Statements for small businesses. This tool assists you manage and monitor your cash – an area that is critical to effectively manage your business.
Damien specialises in tax planning for businesses and individuals, with a focus on capital gains tax planning and the application of small business concessions ensuring your tax position is optimised.
Damien’s vast experience & knowledge means he deals with clients in an efficient manner and builds strong working relationships.
With a corporate background, Daleene has 30 years’ experience in finance, management accounting, planning, governance, human resources and general business management.
Daleene is able to assist with your strategic business planning, helping to build a solid cashflow and business plan, then working with you to put your plan into action to achieve the outcomes you are looking for, in your business and personally. Working closely with you, we can ensure your business is heading in the right direction.
Daleene is currently Vice Chair and Treasurer of Give Where You Live Community Foundation and is passionate about collective impact and supporting the local Geelong community.
Adrian has over 30 years’ experience in Public Practice Accounting and working for a large public company.
Adrian assists with all aspects of accounting, setting up the right structures, taxation, tax planning, growth strategies and succession planning.
Adrian works closely with his clients to add value to your business or build and protect your individual financial position. Overall, he helps you achieve your goals.
When you first meet with Adrian, he likes to do a full review of your business and assess your individual circumstances – we refer to this as your “health check”.
With is friendly manner, Adrian is very approachable and our clients find him very easy to deal with.
With over 30 years’ experience in all aspects of accountancy and taxation, Helen provides professional guidance to clients within the ever-changing business and taxation environments.
Dealing with all entity types, Helen has gained a strong reputation in consulting to the medical profession. She advises on business and professional structures, asset growth and protection and taxation planning.
With a practical approach to accounting and taxation, Helen won’t baffle you with the technical jargon, but will talk you through the issues you face in your business to achieve the best outcome.
Helen believes in building solid business relationships with clients and ensures that she meets regularly with you to keep you up to date and heading in the right direction.
Luke Szczepanik has 15 years’ experience in providing taxation and accounting compliance services to an extensive client base.
Luke’s passion is in the specialist area of administering Self Managed Superannuation Funds.
As a Certified Practising Accountant, Luke works closely with our Financial Planners to ensure your super fund is performing and meeting the complex compliance requirements involved in this field.
Continually keeping up to date in the ever changing superannuation environment, Luke and his team efficiently and professionally attend to the accounting requirements for accumulation and pension funds and transition to retirement pensions.
Renee has been with Patrick Rowan & Associates for over 10 years.
Renee has an extensive knowledge of manufacturing, medical and small business needs, from preparation of cashflows and budgets through to taxation planning, financial statement preparation and income tax returns.
Renee also has extensive experience in Self Managed Superannuation Funds and the changing compliance environment.
Andrea has more than 25 years’ experience in public practice accounting with 15 of that specialising in working with medical professionals and high net worth individuals.
With experience in audit over the years, Andrea pays great attention to detail.
Andrea is keen to work with clients to help businesses reach their potential.
Marie has been with Patrick Rowan & Associates for over 10 years.
Marie is experienced in the preparation of Financial Statements and Income Tax Returns, Cash Flow preparation and complex Tax Planning for all business types and high wealth individuals.
Marie is familiar with Centrelink requirements and your entitlements.
With more than 10 years’ Accounting Experience gained in Melbourne’s CBD, Simon’s Accounting background covers all areas including business compliance, individual tax returns and Self Managed Superannuation Funds.
Simon’s keen eye for numbers has seen him take a lead role in our Superannuation team. This role has seen Simon develop a close relationship with independent auditors and he ensures strict standards are met.
Jamie’s accounting background has seen him apply his knowledge in a wide variety of industries.
He is experienced in the preparation and interpretation of financial statements, budget preparation – implementation and analysis, along with taxation planning.
With extensive experience using cloud accounting systems such as Xero, Jamie can help your business reduce bookkeeping time and spend this time on the important things like growing your business and family time.
Bree is undertaking the Patrick Rowan & Associates Graduate Program.
After recently completing the final year of an Accounting and Finance Degree at Deakin University, Bree is working on all aspects of Business Compliance and tax under the guidance of the Senior Accountants.
Bree enjoys problem solving and works closely with the Accounting team.
Neil is a Graduate Accountant at Patrick Rowan & Associates. He completed his Bachelor of Commerce at Deakin University majoring in Accounting and Finance with Distinction. He is enthusiastic and a go-getter, proficient in both English and French.
Neil enjoys a challenge and is assisting both the Accounting and Self-Managed Superannuation Funds teams. He is passionate about building lasting client relationships with a focus on value-adding service delivery.
Patrick Rowan is the founder of Patrick Rowan and Associates. Patrick is a well known Geelong name and he has been assisting clients for over 50 years.
Patrick consults to a diverse range of clients but his passion and expertise lies with assisting clients with property investment, both commercial and residential properties.
Participating in many community projects and actively involved in discussion groups, Patrick takes a lead role in the accounting issues facing the Geelong community and the profession as a whole for the region.
Belinda has a wide range of experience in people management, public relations, marketing, social media and event management.
Belinda’s passion is assisting you to promote your business. Offering low cost and simple marketing suggestions to make your business irresistable and increase your bottom line!
Belinda specialises in social media account management and training including Facebook and Instagram.
Senior Financial Planner
David has worked in financial services since 2003. David holds a Bachelor of Commerce majoring in Financial Planning and Management and is also a CERTIFIED FINANCIAL PLANNER® professional with the Financial Planning Association of Australia.
An experienced senior adviser at Apt Wealth Partners, David provides holistic financial advice to new and existing clients including specialising in self-managed superannuation funds.
He particularly enjoys getting to know clients specific financial goals and developing a roadmap to achieve their own lifestyle and financial success.
Senior Financial Planner
Sean has worked in financial services since 1997 including 12 years in London and Hong Kong. He holds a Bachelor of Commerce majoring in Finance as well as a Graduate Diploma in Financial Planning and is also a Finanancial Planner AFP® with the Financial Planning Association of Australia (FPA).
As an experienced professional Sean provides holistic financial advice to new and existing clients as well as educating them about their finances.
He enjoys getting to know clients goals and developing plans to help them achieve what they want with their finances.
Matt is a personal mortgage adviser at Apt Wealth Partners and has over 11 years of experience in banking and finance, including both personal and business banking.
His customer first mindset, backed by his Diploma of Finance and Mortgage Broking Management, makes him the ideal person to speak to if you’re considering a property purchase or refinancing an existing arrangement.
Senior Risk Specialist
Paul is a Senior Risk Specialist with Apt Wealth Partners who has worked in the financial services industry for over 25 years, specialising in wealth protection and personal insurance.
He holds a Bachelor of Business (Acc) and is also a Financial Planner AFP® with the Financial Planning Association of Australia.
Paul has great experience in the areas of Life, TPD, Trauma and Income Protection insurance and is committed to providing excellent advice, ongoing service and claims assistance.
Paul’s favourite part of his role at Apt Wealth is helping clients through the complexities of the claim process and providing funds when the client needs it most.
Mark is a Director at Apt Wealth Partners as well as Senior Financial Adviser.
He has worked in the financial services industry for over 21 years and is committed to providing the best possible service to clients.
Mark is a Senior Associate of the Financial Services Institute of Australasia (FINSIA) and an Financial Planner AFP® with the Financial Planning Association of Australia.
Kellie is responsible at Apt Wealth Partners for effective and efficient client service in conjunction with her office operational duties.
She provides assistance to the financial planners with the management of their client portfolios and has been with Apt Wealth Partners since 2008.
Kellie has completed a Diploma of Financial Services (Financial Planning) and is continuing her studies.
Client Services Manager
Jess assists David Maddock nd Sean Moran with the management and administration of their client portfolios.
Before joining Apt, Jess worked in client services roles where she gained a great deal of experience.
Her qualifications include Certificates 3 & 4 in Financial Services and Accounting.
For your convenience, we also have a Bendigo Bank Agency located at our Geelong Office.
Tamikah Riters and Julie Pescott can be contacted on T: 03 52 217655